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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,268 | $65,961-43.5% | $180,320-79.3% | $94,015-60.4% |
| Participation rate | 96.4% | 61.3%+35.2pp | 71.5%+24.9pp | 70.8%+25.6pp |
| Annual return | 16.01% | 14.27%+1.7pp | 778.54%-762.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,535 | $3,003+84.3% | $4,304+28.6% | $4,249+30.2% |
| Admin fee / account holder | $8,505 | $4,901+73.5% | $10,000-15.0% | $8,951-5.0% |